+49.5%
TQQQ vs SMR
-75.4%
+124.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -15.7% | +18.2% | +7.3% |
| 7D | -1.9% | -11.2% | +9.3% | +0.5% |
| 30D | -4.9% | -10.2% | +5.4% | -3.1% |
| 3M | -6.4% | -10.0% | +3.6% | -5.3% |
| 6M | +44.4% | -30.5% | +74.9% | +53.6% |
| YTD | +35.2% | -39.2% | +74.4% | +45.9% |
| 1Y | +49.5% | -75.5% | +125.0% | +90.9% |
| All | +49.5% | -75.4% | +124.9% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SMR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling